tiprankstipranks
Trending News
More News >
Fiducian Group Ltd (AU:FID)
ASX:FID
Australian Market
Advertisement

Fiducian Group Ltd (FID) AI Stock Analysis

Compare
0 Followers

Top Page

AU:FID

Fiducian Group Ltd

(Sydney:FID)

Rating:76Outperform
Price Target:
AU$13.00
▲(11.30%Upside)
Fiducian Group Ltd's strong financial performance is the most significant factor driving its score, supported by robust growth and stability. However, technical indicators suggest potential short-term overbought conditions, and the relatively high P/E ratio indicates possible overvaluation. Despite these concerns, the company's solid financial foundation and attractive dividend yield contribute positively to its overall score.

Fiducian Group Ltd (FID) vs. iShares MSCI Australia ETF (EWA)

Fiducian Group Ltd Business Overview & Revenue Model

Company DescriptionFiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments. The company provides investor directed portfolio and separately managed accounts services; and acts as the trustee of fiducial superannuation services. It also offers fiducial funds; financial planning services; client account administration platforms; and wrap platform administration services. In addition, the company develops IT software systems for financial planning; and offers financial advisory services, such as cash flow management, debt reduction, planning retirement, estate management, and aged care, as well as provides platform solutions and SMSF administration services. Further, it offers diversified and sector funds, specialist funds, managed portfolios, and manager system services. The company was founded in 1996 and is based in Sydney, Australia.
How the Company Makes MoneyFiducian Group Ltd generates revenue primarily through fees for its financial services. The company's key revenue streams include management fees from its investment management services, fees for financial planning and advisory services, and administration fees from its superannuation products. Fiducian's earnings are also supported by its proprietary technology platform that enhances service delivery and operational efficiency. Additionally, strategic partnerships with financial advisers and institutions contribute to its revenue by expanding its client base and service offerings.

Fiducian Group Ltd Financial Statement Overview

Summary
Fiducian Group Ltd demonstrates strong financial health with consistent revenue and profit growth. The company maintains solid profit margins, low leverage, and high equity ratio, indicating financial stability and efficient cash management. Minor concerns include slightly declining gross profit margins and moderate ROE, but overall, the financial position is robust.
Income Statement
85
Very Positive
Fiducian Group Ltd has shown consistent revenue growth with a 10.2% increase from 2023 to 2024, accompanied by a strong net profit margin of 18.6% in 2024. The gross profit margin is robust at 43.8%, indicating efficient cost management. EBIT and EBITDA margins are also healthy at 43.5% and 32.2%, respectively, reflecting strong operational performance. Overall, the company demonstrates solid profitability and growth, with a slight decrease in gross profit margin from the previous year as a minor concern.
Balance Sheet
80
Positive
The balance sheet shows a strong equity base with an equity ratio of 76.5% in 2024, indicating financial stability. The debt-to-equity ratio is low at 0.05, which signifies minimal leverage risk. However, the return on equity (ROE) is moderate at 27.5%, suggesting room for improvement in returns on shareholder investments. Overall, the company maintains a solid financial position with low leverage, which is a positive aspect.
Cash Flow
78
Positive
Fiducian Group Ltd exhibits a healthy cash flow situation with an operating cash flow to net income ratio of 1.29 in 2024, indicating efficient conversion of income into cash. The free cash flow to net income ratio is also strong at 1.29, reflecting effective cash management. Free cash flow has grown by 39.3% compared to the previous year, showcasing strong cash generation capabilities. However, the investing cash flow is slightly negative, which could be a potential area to monitor.
BreakdownJun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income Statement
Total Revenue58.83M51.50M48.78M40.46M37.36M
Gross Profit35.37M29.46M30.87M25.83M24.27M
EBITDA26.06M22.44M21.63M20.56M18.34M
Net Income15.04M12.32M13.32M12.18M10.46M
Balance Sheet
Total Assets71.40M72.34M74.28M61.74M58.21M
Cash, Cash Equivalents and Short-Term Investments26.60M19.65M17.48M19.32M13.96M
Total Debt2.98M4.24M5.83M5.89M7.24M
Total Liabilities16.79M21.43M27.15M18.88M20.09M
Stockholders Equity54.61M50.91M47.13M42.87M38.12M
Cash Flow
Free Cash Flow19.38M13.90M18.10M15.93M10.92M
Operating Cash Flow19.46M14.28M18.68M16.04M11.72M
Investing Cash Flow546.00K-1.96M-9.71M-1.47M-1.24M
Financing Cash Flow-13.05M-10.15M-10.80M-9.21M-8.31M

Fiducian Group Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price11.68
Price Trends
50DMA
9.90
Positive
100DMA
9.73
Positive
200DMA
9.30
Positive
Market Momentum
MACD
0.40
Negative
RSI
72.48
Negative
STOCH
87.92
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:FID, the sentiment is Positive. The current price of 11.68 is above the 20-day moving average (MA) of 10.22, above the 50-day MA of 9.90, and above the 200-day MA of 9.30, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 72.48 is Negative, neither overbought nor oversold. The STOCH value of 87.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:FID.

Fiducian Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
AU$368.71M21.8430.97%3.99%12.05%23.63%
68
Neutral
$17.10B11.449.70%3.58%11.11%-4.78%
€202.88M12.519.63%52.40%
$216.69M2.8333.29%0.43%
€90.71M12.959.28%5.64%
54
Neutral
AU$300.70M-4.99%8.33%4.56%35.07%
46
Neutral
AU$244.94M-2.32%-67.43%-131.40%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:FID
Fiducian Group Ltd
10.79
3.62
50.49%
DE:PIJ
Platinum Asset Management Ltd
0.34
-0.11
-24.44%
TSRUF
Pacific Current Group Ltd
7.08
0.29
4.27%
DE:E7L
Euroz Hartleys Group Limited
0.56
0.08
16.67%
AU:CVC
CVC Limited
2.10
0.40
23.53%
AU:REP
RAM Essential Services Property Fund
0.60
0.01
1.69%

Fiducian Group Ltd Corporate Events

Fiducian Group Director Increases Shareholding
Jun 24, 2025

Fiducian Group Limited announced a change in the director’s interest, with Director Samir Hallab acquiring an additional 4,000 ordinary shares through an on-market trade, increasing his indirect holdings to 125,000 shares. This transaction reflects a continued confidence in the company’s prospects and may influence stakeholder perceptions positively regarding the company’s future performance.

Fiducian Group Announces Change in Registry Address
Jun 13, 2025

Fiducian Group Ltd has announced a change in the registry address for its Sydney office of Computershare Investor Services Pty Limited, effective from June 10, 2025. This move, authorized by the company secretary, does not affect the telephone numbers or postal address, ensuring continuity in communication for stakeholders.

Fiducian Group Ltd Announces Director’s Change in Securities Interest
Jun 6, 2025

Fiducian Group Ltd has announced a change in the director’s interest, specifically regarding Samir (Sam) Hallab’s indirect interest in the company’s securities. The change involved the acquisition of additional ordinary shares through on-market trades, increasing his indirect holdings to 121,000 shares. This adjustment in director’s holdings reflects ongoing engagement and investment in the company’s growth and stability, potentially impacting stakeholder confidence positively.

Fiducian Group Director Increases Shareholding
May 27, 2025

Fiducian Group Limited has announced a change in the director’s interest notice, specifically for Director Kerry Skellern. On May 21, 2025, Skellern acquired 1,000 ordinary shares through an on-market trade, increasing their direct holding from 13,500 to 14,500 shares. This transaction reflects a modest increase in Skellern’s stake in the company, potentially signaling confidence in Fiducian Group’s future performance.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2025